13FPulse
OG

OGS ONE GAS INC

2026Q2 · CUSIP 68235P108 · Sector: Utilities

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
421
Institutions that reported holding it to the SEC
Net decrease in holders
3
Last quarter 424 → now 421
How unusual is that
Below average
Stronger than only 25% of US stocks
What the filings say, in one paragraph

421 funds held OGS at the end of 2026Q2, down 3 from the quarter before. Buying is stronger than only 25.4% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, the P/E is 17.3x, return on equity is 8.2%. OGS has had 10 buying rushes in its history, and the price moved +2.4% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Utilities sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=246 2014Q2: holders=232 2014Q3: holders=215 2014Q4: holders=240 2015Q1: holders=239 2015Q2: holders=237 2015Q3: holders=242 2015Q4: holders=252 2016Q1: holders=277 2016Q2: holders=279 2016Q3: holders=275 2016Q4: holders=284 2017Q1: holders=273 2017Q2: holders=278 2017Q3: holders=263 2017Q4: holders=308 2018Q1: holders=302 2018Q2: holders=294 2018Q3: holders=305 2018Q4: holders=319 2019Q1: holders=319 2019Q2: holders=322 2019Q3: holders=324 2019Q4: holders=330 2020Q1: holders=312 2020Q2: holders=318 2020Q3: holders=315 2020Q4: holders=310 2021Q1: holders=300 2021Q2: holders=291 2021Q3: holders=293 2021Q4: holders=301 2022Q1: holders=318 2022Q2: holders=331 2022Q3: holders=314 2022Q4: holders=328 2023Q1: holders=326 2023Q2: holders=331 2023Q3: holders=341 2023Q4: holders=329 2024Q1: holders=335 2024Q2: holders=326 2024Q3: holders=328 2024Q4: holders=353 2025Q1: holders=373 2025Q2: holders=384 2025Q3: holders=392 2025Q4: holders=401 2026Q1: holders=424 2026Q2: holders=421 -245 -122.5 +0 +122.5 +245 193320446 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 20% -9.1%
2025Q1 Top 20% -3.7% -0.3%
2023Q3 Top 20% +5.3% -1.9%
2022Q2 Top 20% -12.2% -0.4%
2022Q1 Top 20% -7.5% -3.8%
2018Q4 Top 20% +4.2% +7.3%
2017Q4 Top 20% -1.7% +5.2%
2016Q1 Top 5% +15.0% +7.9%
2014Q4 Top 20% +3.6% +4.8%
2014Q1 Top 1% in the market +3.9% +2.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
202
Change in large funds
+12
Total value they hold
$4.5B
Funds buying for the first time
60
Funds that sold out entirely
63
Price change that quarter
-3.5%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
1

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
17.3
EPS (TTM)
$4.64
EPS YoY
+10.7%
Revenue (TTM)
Revenue YoY
Net margin
ROE
8.2%
Debt ratio
59.9%
FCF (TTM)
-$173M
Dividend (TTM)
$2.70
Quarterly Revenue & EPS
2021-09-30: EPS 0.38 2021-12-31: EPS 1.12 2022-03-31: EPS 1.83 2022-06-30: EPS 0.59 2022-09-30: EPS 0.44 2022-12-31: EPS 1.22 2023-03-31: EPS 1.84 2023-06-30: EPS 0.58 2023-09-30: EPS 0.45 2023-12-31: EPS 1.27 2024-03-31: EPS 1.75 2024-06-30: EPS 0.48 2024-09-30: EPS 0.34 2024-12-31: EPS 1.34 2025-03-31: EPS 1.98 2025-06-30: EPS 0.53 2025-09-30: EPS 0.44 2025-12-31: EPS 1.42 2026-03-31: EPS 2.04 2026-06-30: EPS 0.74 0.00 1.12 2.24 20212022202320242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 18 12 16 20 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-1.8B-325M1.1B 20162017201820192020202120222023202420252026
Latest quarter $20M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.